Date: Wednesday, August 15, 2018
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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Featuring  (click image for bio)

Paul Daddio
Baker Tilly
Ken Fleming
Baker Tilly

About This Program

As a business progresses through different stages in its lifecycle, there are turning points that can significantly increase or decrease shareholder value. M&A transactions are a critical corporate life event that can impact value and acquisitions are inherently a risky growth strategy because every target opportunity has a unique set of facts and circumstances that factor into the buyer’s investment thesis and valuation parameters. A thorough understanding of the target opportunity, its value drivers, and associated risks are critical to developing the best approach to due diligence. In this session, Ken Fleming and Paul Daddio will discuss transaction risks, the due diligence process, and valuation considerations. Ken and Paul will also cover the key elements that differentiate diligence and valuation in the context of transformational versus conventional deals. They will also provide critical insights into the application of valuation methodologies for the purpose of valuing conventional and transformational deals, including the evaluation of synergies using scenario analysis, discount rate selection, application of the market approach, etc.


  • Learning objectives and introduction
  • Transaction overview
    • Definition of conventional vs. transformational deals
  • Transaction risk considerations
  • Key components of financial due diligence:
    • Customers and contracts,
    • Cost infrastructure
    • Quality of earnings analysis,
    • Balance sheet, working capital analysis, capex, and
    • Financial projections diligence
  • Transformational deals – Risk considerations and impact on due diligence
  • Example industry with significant transformational deal activity: IT Services
  • Valuation of transformational deals using DCF Method, M&A Method, and Guideline Public Company Method

Learning Objectives

  • List key components of the financial due diligence process.
  • Describe the key elements and risks associated with a transformational deal and impact on due diligence considerations
  • Restate key considerations and potential pitfalls related to the valuation of a transformational deal

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Accounting Technical)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.

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